Customer Relationship Management Integration Specialist (Job Role)

Individual responsible for planning, coordinating, and supervising all activities related to the integration of customer relationship management information systems.

Role Hierarchy

The Customer Relationship Management Integration Specialist job role directly and indirectly inherits these roles.

• Customer Relationship Management Integration Specialist

  • CRM Stage Write

  • Delete CRM documents on content server

  • Download data for Sales Account Custom Object Export

  • Read CRM documents on content server

  • Upload data for Agreement Import

  • Upload data for Appointment Import

  • Upload data for Asset Import

  • Upload data for Classification Code Import

  • Upload data for Consumer Import

  • Upload data for Contact Import

  • Upload data for Contract Import

  • Upload data for Country Structure Import

  • Upload data for Customer Hierarchy Import

  • Upload data for Customer Hierarchy Member Import

  • Upload data for Customer Import

  • Upload data for Employee Resource Import

  • Upload data for Geography Import

  • Upload data for Group Customer Import

  • Upload data for Interaction Import

  • Upload data for Lead Import

  • Upload data for Legal Entity Import

  • Upload data for MCT Agent Connection Parameters Import

  • Upload data for MCT CTD Agent Import

  • Upload data for Marketing Activity Advertising Import

  • Upload data for Marketing Activity Event Import

  • Upload data for Marketing Activity Interaction Import

  • Upload data for Marketing Budget Import

  • Upload data for Marketing Campaign Import

  • Upload data for Marketing Campaign Members Import

  • Upload data for Marketing Custom Object Import

  • Upload data for Marketing List Import

  • Upload data for Note Import

  • Upload data for Opportunity Custom Object Import

  • Upload data for Opportunity Import

  • Upload data for Partner Contact Import

  • Upload data for Partner Import

  • Upload data for Product Group Import

  • Upload data for Program Enrollments Import

  • Upload data for Promotion Import

  • Upload data for Quota Import

  • Upload data for Resource Team Import

  • Upload data for Response Import

  • Upload data for Sales Account Resource Team Import

  • Upload data for Source System Reference Import

  • Upload data for Task Import

  • Upload data for Territory Import

Duties

This table lists the duties assigned directly and indirectly to the Customer Relationship Management Integration Specialist job role.

Duty Role	Description
CRM Stage Write	Allows uploading CRM content to stage area on content server
Delete CRM documents on content server	Allows to delete CRM content on content server.
Download data for Sales Account Custom Object Export	Allows to download data exported from Sales Account Custom Object related data.
Read CRM documents on content server	Allows to read CRM documents from content server repository.
Upload data for Agreement Import	Allows to upload data file to import Agreement related data.
Upload data for Appointment Import	Allows to upload data file to import Appointment related data.
Upload data for Asset Import	Allows to upload data file to import Asset related data.
Upload data for Classification Code Import	Allows to upload data file to import classification code related data.
Upload data for Consumer Import	Allows to upload data file to import Consumer related data.
Upload data for Contact Import	Allows to upload data file to import Contact related data.
Upload data for Contract Import	Allows to upload data file to import Contract related data.
Upload data for Country Structure Import	Allows to upload data file to import Country Structure related data.
Upload data for Customer Hierarchy Import	Allows to upload data file to import Customer Hierarchy related data.
Upload data for Customer Hierarchy Member Import	Allows to upload data file to import Customer Hierarchy Member related data.
Upload data for Customer Import	Allows to upload data file to import Customer related data.
Upload data for Employee Resource Import	Allows to upload data file to import Employee Resource related data.
Upload data for Geography Import	Allows to upload data file to import Geography related data.
Upload data for Group Customer Import	Allows to upload data file to import group customer related data.
Upload data for Interaction Import	Allows to upload data file to import Interaction related data.
Upload data for Lead Import	Allows to upload data file to import Lead related data.
Upload data for Legal Entity Import	Allows to upload data file to import Legal Entity related data.
Upload data for MCT Agent Connection Parameters Import	Allows to upload data file to import MCT Agent Connection Parameters related data.
Upload data for MCT CTD Agent Import	Allows to upload data file to import MCT CTD Agent related data.
Upload data for Marketing Activity Advertising Import	Allows to upload data file to import Marketing Activity Advertising related data.
Upload data for Marketing Activity Event Import	Allows to upload data file to import Marketing Activity Event related data.
Upload data for Marketing Activity Interaction Import	Allows to upload data file to import Marketing Activity Interaction related data.
Upload data for Marketing Budget Import	Allows to upload data file to import Marketing Budget related data.
Upload data for Marketing Campaign Import	Allows to upload data file to import Marketing Campaign related data.
Upload data for Marketing Campaign Members Import	Allows to upload data file to import Marketing Campaign Members related data.
Upload data for Marketing Custom Object Import	Allows to upload data file to import Marketing Custom Object related data.
Upload data for Marketing List Import	Allows to upload data file to import Marketing List related data.
Upload data for Note Import	Allows to upload data file to import Note related data.
Upload data for Opportunity Custom Object Import	Allows to upload data file to import Opportunity Custom Object related data.
Upload data for Opportunity Import	Allows to upload data file to import Opportunity related data.
Upload data for Partner Contact Import	Allows to upload data file to import Partner Contact related data.
Upload data for Partner Import	Allows to upload data file to import Partner related data.
Upload data for Product Group Import	Allows to upload data file to import Product Group related data.
Upload data for Program Enrollments Import	Allows to upload data file to import Program Enrollments related data.
Upload data for Promotion Import	Allows to upload data file to import Promotion related data.
Upload data for Quota Import	Allows to upload data file to import quota related data.
Upload data for Resource Team Import	Allows to upload data file to import Resource Team related data.
Upload data for Response Import	Allows to upload data file to import Response related data.
Upload data for Sales Account Resource Team Import	Allows to upload data file to import Sales Account Resource Team related data.
Upload data for Source System Reference Import	Allows to upload data file to import Source System Reference related data.
Upload data for Task Import	Allows to upload data file to import Task related data.
Upload data for Territory Import	Allows to upload data file to import territory related data.

Privileges

This table lists privileges granted to duties of the Customer Relationship Management Integration Specialist job role.

Granted Role	Granted Role Description	Privilege	Privilege Description
Customer Relationship Management Integration Specialist	Individual responsible for planning, coordinating, and supervising all activities related to the integration of customer relationship management information systems.	Manage File Import and Export	Privilege to manage import and export of files.